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Mount Yale Investment Advisors’s Lowe's Companies LOW Stock Holding History

Mount Yale Investment Advisors’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.53M Buy
25,059
+913
+4% +$207K 0.1% 215
2026
Q1 		$5.71M Buy
24,146
+15,757
+188% +$4.11M 0.13% 169
2025
Q4 		$2.02M Sell
8,389
-2,248
-21% -$540K 0.1% 190
2025
Q3 		$2.67M Buy
10,637
+1,677
+19% +$412K 0.19% 131
2025
Q2 		$1.99M Buy
8,960
+1,619
+22% +$361K 0.16% 128
2025
Q1 		$1.71M Buy
7,341
+247
+3% +$60.8K 0.15% 131
2024
Q4 		$1.75M Buy
7,094
+2,239
+46% +$598K 0.14% 132
2024
Q3 		$1.32M Buy
4,855
+610
+14% +$148K 0.13% 165
2024
Q2 		$936K Sell
4,245
-397
-9% -$90.6K 0.07% 220
2024
Q1 		$1.18M Buy
4,642
+1,669
+56% +$384K 0.09% 192
2023
Q4 		$662K Sell
2,973
-145
-5% -$29.4K 0.06% 267
2023
Q3 		$648K Buy
3,118
+34
+1% +$7.65K 0.07% 262
2023
Q2 		$696K Buy
3,084
+47
+2% +$9.78K 0.07% 260
2023
Q1 		$607K Sell
3,037
-2,433
-44% -$494K 0.07% 266
2022
Q4 		$1.09M Buy
5,470
+3
+0.1% +$600 0.12% 171
2022
Q3 		$1.03M Buy
5,467
+1,572
+40% +$306K 0.14% 160
2022
Q2 		$680K Buy
3,895
+155
+4% +$29.9K 0.09% 238
2022
Q1 		$756K Sell
3,740
-189
-5% -$43.5K 0.08% 239
2021
Q4 		$1.02M Sell
3,929
-713
-15% -$170K 0.11% 198
2021
Q3 		$942K Buy
4,642
+3,369
+265% +$671K 0.11% 201
2021
Q2 		$247K Sell
1,273
-22
-2% -$4.3K 0.03% 367
2021
Q1 		$246K Sell
1,295
-1,987
-61% -$341K 0.03% 360
2020
Q4 		$527K Sell
3,282
-1,444
-31% -$235K 0.07% 249
2020
Q3 		$784K Sell
4,726
-229
-5% -$35.3K 0.11% 180
2020
Q2 		$669K Buy
+4,955
New +$566K 0.12% 179
2019
Q1 		– Sell
-6,963
Closed -$675K – 323
2018
Q4 		$675K Sell
6,963
-100
-1% -$9.64K 0.14% 140
2018
Q3 		$711K Sell
7,063
-1,129
-14% -$118K 0.12% 136
2018
Q2 		$783K Buy
8,192
+991
+14% +$89.7K 0.15% 128
2018
Q1 		$632K Buy
+7,201
New +$682K 0.14% 141

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Yale Investment Advisors's LOW Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Lowe's Companies (LOW) stake by 3.8% in Q2 2026, buying an estimated $207K and bringing the position to 25,059 shares worth $5.53M. The position accounts for 0.1% of the portfolio, ranked #215.

Mount Yale Investment Advisors first reported a position in LOW in Q1 2018 and has held it in 29 quarters since. The position peaked at $5.71M in Q1 2026. 2,656 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Mount Yale Investment Advisors held 25,059 shares of Lowe's Companies worth $5.53M as of Q2 2026.
  • Mount Yale Investment Advisors bought 913 Lowe's Companies shares in Q2 2026, an estimated $207K.
  • Lowe's Companies made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #215 holding.
  • Mount Yale Investment Advisors first reported a position in Lowe's Companies in Q1 2018 and has held it in 29 quarters since.
  • Mount Yale Investment Advisors's Lowe's Companies position peaked at $5.71M in Q1 2026.
  • 2,656 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.